WBH ADVISORY INC: APD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WBH ADVISORY INC on APD, newest first. How the timeline and the estimate are built.
WBH ADVISORY INC held 1,501 APD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 1,501 sharesChange vs previous 13F -40 shares
0.03% of the 13F portfolio, value $440,205.
13F-HR 0001259671-26-000004 filed by WBH ADVISORY INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,541 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $446,152.
13F-HR 0001259671-26-000003 filed by WBH ADVISORY INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,541 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $380,778.
13F-HR 0001259671-26-000002 filed by WBH ADVISORY INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,541 sharesChange vs previous 13F -307 shares
0.03% of the 13F portfolio, value $420,394.
13F-HR 0001259671-25-000010 filed by WBH ADVISORY INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,848 sharesChange vs previous 13F -25 shares
0.04% of the 13F portfolio, value $521,311.
13F-HR 0001259671-25-000006 filed by WBH ADVISORY INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,873 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $552,375.
13F-HR 0001259671-25-000004 filed by WBH ADVISORY INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,873 sharesChange vs previous 13F -33 shares
0.05% of the 13F portfolio, value $543,167.
13F-HR 0001259671-25-000002 filed by WBH ADVISORY INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,906 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $567,344.
13F-HR 0001259671-24-000011 filed by WBH ADVISORY INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).